Marketing Project Manager

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We’re looking for a Marketing Project Manager to work closely with our advisor teams, advisor marketing and the entire marketing team to accomplish goals as we welcome new advisor practices to our organization (mergers & acquisitions). The primary areas of responsibility include seamlessly onboarding newly acquired advisor firms to our organization in the pre- and post-close process along with supporting team transitions. This position will help lead the M&A process by identifying and optimizing key repeatable processes, assisting with managing team communication, providing project set up, and reviewing and submitting compliance approval in support of the Regional Marketing Specialist. Success means coordinating all functions from concept to execution on all assigned projects.

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000 - $85,000, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Mergers & Acquisitions: Be the primary point of contact for new advisor teams and provide marketing project management support for newly acquired firms as they go through the process of joining Wealth Enhancement Group.  

• Provide marketing project management support for newly acquired firms  

• Work closely with the designated Integration Manager to determine the scope of each integration  

• Schedule and conduct weekly status meetings with newly acquired firm with rotating agenda and maintain documentation of where the firm stands in the process 

• Continually implement process improvements to help streamline the acquisition process 

• Order office start up materials to make sure new office is operational and on brand as Wealth Enhancement Group from day one  

• Work closely with the assigned Regional Marketing Specialist to create a seamless onboarding experience for the newly acquired firm  

• Work with third -party vendors and cross functional departments to meet deliverable deadlines  

Project Management: Drive processes and efficiencies while being nimble and flexible, in support of delivering marketing projects for new and existing advisor and client teams and corporate functions. 

• Provide project management support for a variety of assets, with direction from various members of the Marketing team and cross functional departments.

• Create timelines and resource plans that are actionable and concise, aligned with industry and WEG process knowledge.   

• Maintain proper documentation standards per project: ensuring marketing files, reviews, and approvals (internal, external and compliance) are documented and can be traced through our project management tool. 

• Drive consistent processes when executing projects and help lead initiatives within the marketing department. 

• Work within the Project Management Tool, Wrike, and drive adherence and functionality/process improvements.  

Relationship/Partnership Management: Be a primary point of contact for M&A and Advisor Marketing while partnering efficiently and effectively with cross-functional teams, while living the WEG Values. 

• Work with cross functional teams on specific project topics, by providing value relating to resources, timelines, and status communications. 

• Collaborate with other members of the Marketing team to ensure the latest versions of compliance standards, disclosure information and brand standards are being utilized.  

• Nurture relationships with outside vendors and partners. Specifically, outside compliance partners at LPL to ensure proper compliance approvals are adhered to. In addition, cultivate a trusting relationship with outside creative resources and other key functions needed. 

• Always uphold brand standards. 

Education/Skill Requirements

• Bachelor’s degree (or equivalent experience) in Marketing, Communications, Graphic Design, Advertising.

• Minimum 4 years of experience in marketing position(s)

• Marketing communications experience preferred. 

• Strong organizational skills and project management experience. 

• Critical thinker – ability to utilize various resources, processes and leverage own experiences, to drive for results

• Process oriented and problem solver– ability to look quickly at roadblocks and identify issues – while bringing solutions, to minimize risks.

• Strong writing and oral communication skills; ability to read, analyze, and understand advisor needs, write key messages, presentations that conform to prescribed style and format

• Ability to effectively present information to agency partners, colleagues, clients, and management

• Must have ability to tactfully respond to common inquiries or feedback from advisors, and internal customers

• Excellent computer knowledge skills.  Experience with Project Management Suite of tools - Wrike, Proficient knowledge of Microsoft Windows and Office Suite. General tech-forward attitude.

• Must be self-motivated and independent, well-organized, able to work with a minimum of supervision and to work well with financial advisors and staff

• Must have an interest or experience in the financial services industry

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $79,200 to 110,900.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.